Rob has been in the financial services industry for more than 20 years, providing comprehensive wealth management services for high net worth and ultra-high net worth clients. His experience includes investment management, cash management, risk management, 401k management, retirement planning, trust and estate planning; private banking and liability management solutions.

Prior to joining Columbia Trust, Rob served as Senior Vice President with City National Bank and Vice President with U.S. Trust, which is now Bank of America Private Bank.  He also held a financial advisor position with Merrill Lynch.

Rob is a Certified Financial Planner® and received a certificate in financial planning from the University of California Los Angeles. He holds the Certified Investment Management Analyst® designation, administered by the Investments & Wealth Institute® and taught in conjunction with The Wharton School, University of Pennsylvania. Rob also holds the Certified Private Wealth Advisor® designation, administered by the Investment & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.

Rob earned his bachelor’s degree in economics from San Diego State University. His community involvement has included service on the boards of the YMCA Overnight Camps of San Diego and the San Diego Sports Commission.